compliance support
Cast your mind back to the days when Treating Customers Fairly wasn't generally known as TCF ...it was known as good practice and good business.
Successful advisers still know that good customer care builds client relationships and it's these that will see you through the rough times. Source Insurance don't charge your customers fees just because they choose to pay via credit cards, something of a rarity in the industry these days.
These days, with basic good practice guaranteed by FSA guidelines, how do you go the extra mile to stand out from the crowd? We think using a quotation system that also goes the extra mile is a good start.
A compliance pack is automatically generated as you do each quote so you'll find yourself effortlessly producing documents that go well beyond FSA requirements.
All case and compliance documentation is then automatically stored online for easy future reference in the event of an FSA audit. But we don't stop there. We also help you to make sure that your clients get a good deal when it comes to renewal.
Login to Yourplace - our broker extranet to view your clients' renewals weeks ahead of time. If you then find that any of the premiums have gone up significantly, you can rebroke the case to another of the insurers on our panel.
From Yourplace you can print the quotation summary and full FSA compliance pack. All content is pre-populated automatically "behind the scenes" as you go through each quote, so there's no extra typing.
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